Account Type*** ******Account Owner**** ****Account Opps/Deals***** *******Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
H R BlockDirector, Financial Services OperationsSep 08 - PresentCapital GroupSenior Shareholder RepresentativeJun 05- Jun 08
Ana ValdezChief Risk OfficerView Profile, ana valdezMax R MailmanInvestorView Profile, max r. mailmanJason LukensFinancial EngineerView Profile, jason lukens